2023 Form 5500 filing — Abbvie Pension Plan Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015233024NAL0031126321001) for Abbvie Pension Plan Trust, reported by Abbvie Inc. under EIN 32-0375147 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015233024NAL0031126321001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Abbvie Inc.
- EIN
- 32-0375147
- Plan number
- 004
- Location
- North Chicago, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,859,847,107
- Total liabilities (EOY)
- $5,599,800
- Net assets (EOY)
- $4,854,247,307
- Total income / additions
- $702,903,813
- Benefits paid
- $0
- Administrative expenses
- $5,245,754
- Total expenses
- $5,245,754
- Net increase / (decrease)
- $697,658,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust Company | NONE | $2,094,828 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $850,080 | $0 |
| Reams Asset Management | NONE | $571,721 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $527,572 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $375,000 | not reported in the loaded dataset |
| Legal & General Investment Mgmt | NONE | $114,136 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | NONE | $85,542 | not reported in the loaded dataset |
| Rhumbline | NONE | $53,474 | not reported in the loaded dataset |
| Rhumbline Investment Advisors | NONE | $52,472 | not reported in the loaded dataset |